Lots in Account screen : Value sign

David Carlson david.carlson.417 at gmail.com
Sat Nov 19 13:54:08 EST 2016


I do not currently use the lots feature either, but I agree that I would
not consider using it unless the display were consistent as Geert says the
next version will be.  Other use cases that would clearly benefit would be
short sales and option transactions.

I think that if the terms "Opening Transaction" and "Closing Transaction"
are used in the documentation, it would be easy to distinguish which lots
are eligible for matching.

David C

On Sat, Nov 19, 2016 at 11:59 AM, Geert Janssens <geert.gnucash at kobaltwit.be
> wrote:

> On Thursday 17 November 2016 11:30:18 Chris Good wrote:
> > Re https://bugzilla.gnome.org/show_bug.cgi?id=770364
> >
> >
> >
> > Currently the Lots in Account screen reverses the sign of the value
> > shown in all the splits in the Splits Free and Splits in Lot panels,
> > except the first. The reason this was done seems to be that because
> > each buy has a unique lot, the first transaction (usually a buy)
> > should be +ve and all the other splits in the lot should be sales
> > (-ve).
> >
> >
> >
> > This makes the Splits Free panel confusing because it can contain
> > splits from multiple buys and sells.
> >
> >
> >
> > I would like to change it so that the changing of the sign is removed
> > from both the Splits Free and Splits in Lot panels.
> >
> > I.e. Buys: Amount (No of shares) and Value are +ve, Sells: Amount and
> > Value are -ve.
> >
> >
> >
> > Does anyone have any further input as to why the signs should be as
> > they are or objections to this change?
> >
> Just for completeness, the next version of gnucash will already remove
> this from the Splits Free
> panel as it makes no sense at all there. So the discussion here should
> focus solely on the Splits
> in Lot part of the lot viewer.
>
> Other than that I don't have an opinion on this. I don't know why this
> inversion was added and I
> don't use lots for capital gains calculations.
>
> Regards,
>
> Geert
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